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David A Kudo

First Advisors National, LLC

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About David A Kudo

David A Kudo is a financial advisor with First Advisors National, LLC, in Villa Park, IL. David has been in the industry since 2012 and is registered with the state of Illinois. He is licensed to provide financial planning and investment advice to individuals. David holds a Series 7 and Series 66 license. David is also registered with the state of Illinois and is a registered investment advisor representative.

Firm Information

David Kudo is currently registered with First Advisors National, LLC. First Advisors National, LLC is an investment advisory firm based in Atlanta, GA, with 69 investment adviser representatives and approximately $448,270,954 in regulatory assets under management. The firm provides financial planning and portfolio management for individuals, including retirement planning consultations.
First Advisors National, LLC

1372 PEACHTREE STREET NE

ATLANTA, GA 30309

$448.27M

Assets Under Management

22

Total Clients

66

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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retirement planning consultations

Retirement planning consultations

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitor/endorsement fees

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David Kudo’s Registration & Firm History

IL

04/18/2022 - Present

First Advisors National, LLC (Villa Park IL)

IL

01/22/2020 - 01/13/2021

W&S BROKERAGE SERVICES, INC. (Rosemont IL)

MI

11/02/2018 - 07/25/2019

ROYAL ALLIANCE ASSOCIATES, INC. (SOUTHFIELD MI)

IL

06/26/2012 - 11/02/2018

SIGNATOR INVESTORS, INC. (ROSEMONT IL)

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Licenses & Designations

BOTH

Issued 08/15/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/25/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David A Kudo.
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